Philip Detlefs
Investment adviser representative at Img Wealth Management, Inc.
25 yearsExperience
2 statesRegistered in
$209.7MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Img Wealth Management, Inc.Sep 2017 to now
- Madison Avenue Securities, LLCSep 2017 to now
- Investment Management Group, LLCJan 2005 to now
- Detlefs and Associates, Inc.Oct 2001 to now
- Planmember Securities CorporationOct 2013 to Sep 2017
- Advisors ExcelApr 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Img Wealth Management, Inc.
$209.7MAssets managed
710Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4572116
- Firm CRD
- 285966